See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,864 | $74,888+1.3% | $71,209+6.5% | $142,382-46.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 25.34% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,340 | $2,854+17.0% | $2,721+22.8% | $4,299-22.3% |
| Participant deferral / active EE | $16,633 | $4,454+273.4% | $4,175+298.4% | $6,507+155.6% |
| Admin fee / account holder | $638 | $5,568-88.5% | $5,349-88.1% | $12,624-94.9% |